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Client Relationships
The Generations Project: Strengthening Conversations
Our survey demonstrates the importance of having clear conversations with clients about goals for their finances and their families and thereby realizing Greater Possibilities Together.
Portfolio Construction Insights
Optimizing Performance and Mitigating Volatility
In this edition of Envestat, we’re taking another look at the portfolio performance and examining outliers to determine what may be driving either positive performance or underperformance.
Leveraging Technology & Data
Fighting the “algorithm wars”
Artificial intelligence (AI), quant funds, high-frequency trading, big data — these terms get thrown around a lot these days and can create confusion and uncertainty. Case in point: Tesla CEO Elon Musk has said that AI is more dangerous than nuclear weapons.
Retirement
Should you save or spend your tax refund?
This piece is approved to use with clients.
This tax season, consider putting your refund toward a 529 plan.
Children & College Savings
How Do Summer Jobs Affect 529s and Financial Aid?
This piece is approved to use with clients.
Your teen’s summer gig can prepare them for the future — and help them save for college.
Sustainable Investing
Responsible Investing and Active Ownership
Invesco considers the different approaches to ESG taken in the investment industry and the evidence o the impact of adopting ESG criteria on investment performance.
Sustainable Investing
Sustainable Factor Investing
This white paper chronicles the rise of responsible investing and the ever-growing consideration of environmental, social and governance issues in portfolio construction.
Portfolio Construction Insights
Getting Familiar with Global Portfolio Hedging
Invesco describes various hedging methods and the costs of hedging fixed income portfolios.